MO
Michael O'Connor Portfolio
Invests via Capasso Planning Partners LLC | Managed by Dan Callahan, Charles Capasso
Invests via Capasso Planning Partners LLC
Managed by Dan Callahan, Charles Capasso
Automatically Tracked
Michael O'Connor Profile
Michael O'Connor stands out as an accomplished entrepreneur and investor with a track record of building innovative companies across multiple sectors. With extensive experience in scaling early-stage startups, he brings unique insights into market dynamics and consumer behavior. Michael has played pivotal roles in fostering growth through strategic partnerships and operational excellence, positioning his ventures for long-term success. His leadership extends beyond founding companies; he actively mentors emerging leaders and engages with the investment community to foster entrepreneurial spirit. As a recognized figure within tech innovation circles, he leverages his expertise to drive significant business transformations.
Michael O'Connor stands out as an accomplished entrepreneur and investor with a track record of building innovative companies across multiple sectors. With extensive experience in scaling early-stage startups, he brings unique insights into market dynamics and consumer behavior. Michael has played pivotal roles in fostering growth through strategic partnerships and operational excellence, positioning his ventures for long-term success. His leadership extends beyond founding companies; he actively mentors emerging leaders and engages with the investment community to foster entrepreneurial spirit. As a recognized figure within tech innovation circles, he leverages his expertise to drive significant business transformations.
Investment Philosophy & Strategy
Growth opportunities abound in the fast-evolving landscape of technology and innovation, where strategic foresight is paramount. Michael O'Connor employs an entrepreneurial lens to identify untapped markets that align with his investment approach. Leveraging his extensive experience scaling startups, he prioritizes companies demonstrating transformative potential through disruptive solutions. His engagement within tech communities fosters collaborative environments that enhance operational efficiencies and drive competitive differentiation. By nurturing strong relationships with emerging leaders, there is a focus on building resilient business models capable of sustaining growth amidst industry shifts.
Growth opportunities abound in the fast-evolving landscape of technology and innovation, where strategic foresight is paramount. Michael O'Connor employs an entrepreneurial lens to identify untapped markets that align with his investment approach. Leveraging his extensive experience scaling startups, he prioritizes companies demonstrating transformative potential through disruptive solutions. His engagement within tech communities fosters collaborative environments that enhance operational efficiencies and drive competitive differentiation. By nurturing strong relationships with emerging leaders, there is a focus on building resilient business models capable of sustaining growth amidst industry shifts.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
43.29%
Gain +0.3%
Monthly
0.58%
Yearly
7.22%
Drawdown
13.06%
$197.48M
Equity
Holdings
$197.48M
Investment
$160.9M
$75.22M
Profit +$655,668.52
Realized
$38.65M
Unrealized
$36.58M
Dividends
$17.51M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.3%
Profit
$655,668.52
Win %
81%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$223,664.34
Win %
81%
This Month
Compared to last month
Gain
-0.74%
Profit
-$1.47M
Win %
81%
This Year
Compared to last year
Gain
3.87%
Profit
$7.87M
Win %
82%
ABBV AbbVie Inc.
+1.3%
+$14,513.78 
NUSC Nuveen ESG Small-Cap ETF
+1.09%
+$4,849.9 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.03%
+$109,597.51 
IJR iShares Core S&P Small-Cap ETF
+1%
+$9,447.33 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$7,552.35 
IWM iShares Russell 2000 ETF
+0.9%
+$2,651.44 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$3,379.04 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$15,359.27 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.89%
+$14,309.35 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$29,293.14 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.86%
+$2,880.68 
REET iShares Global REIT ETF
+0.83%
+$21,374.59 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$2,744.56 
SDY SPDR S&P Dividend ETF
+0.82%
+$1,758.64 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$1,866.6 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.78%
+$2,586.3 
CVX Chevron Corporation
+0.75%
+$3,019.78 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.74%
+$3,744.76 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$6,648.9 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$17,071.65 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$2,695.37 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$5,532.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$32,756.77 
DNOV FT Vest US Equity Deep Buffer Fund
+0.58%
+$2,383.69 
VOO Vanguard S&P 500 ETF
+0.58%
+$17,523.96 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$221,545.73 
GOOGL Alphabet Inc
+0.56%
+$2,894.01 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.54%
+$102,100.8 
ESGU iShares ESG Aware MSCI USA ETF
+0.52%
+$3,717 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$30,045.36 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$2,917.04 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$5,395.78 
GOOG Alphabet Inc
+0.46%
+$4,411.6 
ACWI iShares MSCI ACWI ETF
+0.42%
+$1,591.26 
BUFS First Trust Lunt Domestic Downside Mitigation ETF
+0.41%
+$2,188.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$48,815.75 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.33%
+$758.98 
SCHF Schwab International Equity ETF
+0.29%
+$2,227.04 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$40,542.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$841.2 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.27%
+$1,699.32 
VGK Vanguard FTSE Europe ETF
+0.17%
+$757.64 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.17%
+$1,835.5 
NVDA NVIDIA Corporation
+0.14%
+$1,110.07 
FNOV FT Vest US Equity Buffer ETF
+0.12%
+$333.36 
MARM Ftv Estus Max Buff ETF March
+0.11%
+$1,436.4 
MSFT Microsoft Corp.
+0.1%
+$988 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.09%
+$450.92 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
+0.09%
+$456.4 
DMAR FT Vest US Equity Deep Buffer Fund
+0.07%
+$168.9 
IQLT iShares MSCI International Quality Factor ETF
+0.06%
+$283.56 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.04%
+$457.41 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$111.64 
JANM FT Vest US Equity Maximum Buffer ETF - January
+0.03%
+$216.15 
AOCT
0%
$0 
DECM
0%
$0 
FEBM
0%
$0 
NOVM
0%
$0 
OCTM
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$14,704.3 
ABT Abbott Laboratories
-1.68%
-$4,967.9 
AAPL Apple Inc.
-1.52%
-$92,799 
AMZN Amazon.com Inc
-1.21%
-$13,850.06 
IBM International Business Machines Corporation
-0.97%
-$3,161.29 
ICOW Pacer Developed Markets International ETF
-0.59%
-$1,950.52 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.14%
-$16,412.36 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.09%
-$185.26 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$3,972.06 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$1,493.8 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$473.27 
FTSM First Trust Enhanced Short Maturity Fund
-0.02%
-$1,391.9 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$415.43 
MUB iShares National Muni Bond ETF
-0.01%
-$302.03 Events
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Dividends
Dividend Analysis
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| Trades 1566 | Longs Won 1021/1566 65% | Profit Factor 6.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $304,980.15 |
| Average Win $86,852.6 | Best Trade (Jun 12) $5.41M | Sharpe Ratio -12 |
| Average Loss -$24,682.79 | Worst Trade (Sep 30) -$689,253.6 | Z-Score -4.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 3d | Expectancy $48,036 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,000 | 7,200 | 6,400 | 5,600 | 4,800 | 4,000 | 3,200 | 2,400 | 1,600 | 800 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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